Growth Metrics

LPL Financial Holdings (LPLA) Enterprise Value (2009 - 2026)

LPL Financial Holdings' quarterly Enterprise Value came in at -$1.0 billion in Q1 2026, up 16.66% year-on-year from -$878.2 million in Q1 2025, and up 1.25% quarter-over-quarter from -$1.0 billion in Q4 2025.

LPL Financial Holdings has reported Enterprise Value for 18 years, with the latest figure at -$1.0 billion in Q1 2026.

  • For the quarter ending Q1 2026, Enterprise Value rose 16.66% year-over-year to -$1.0 billion; the trailing twelve-month figure through Mar 2026 stood at -$1.0 billion (up 16.66% YoY), and the FY2025 full-year result was -$1.0 billion, down 7.27% from the prior year.
  • Enterprise Value for Q1 2026 stood at -$1.0 billion, up from -$1.0 billion in the prior quarter.
  • The five-year high for Enterprise Value was -$465.7 million in Q4 2023, with the low at -$4.2 billion in Q2 2025.
  • Average Enterprise Value over 5 years is -$1.2 billion, with a median of -$1.0 billion recorded in 2026.
  • Year-over-year, Enterprise Value jumped 53.47% in 2023 and tumbled 217.34% in 2025.
  • Tracing LPLA's Enterprise Value over 5 years: stood at -$847.5 million in 2022, then soared by 45.05% to -$465.7 million in 2023, then tumbled by 107.67% to -$967.1 million in 2024, then dropped by 7.27% to -$1.0 billion in 2025, then advanced by 1.25% to -$1.0 billion in 2026.
  • The last three Enterprise Value figures came in at -$1.0 billion (Q1 2026), -$1.0 billion (Q4 2025), and -$1.3 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Enterprise Value (Qtr)
1 Morgan Stanley 330.71 Bn 197.18 Bn - -133.53 Bn
2 Goldman Sachs 318.59 Bn -618.96 Bn - -937.55 Bn
3 Schwab Charles 154.74 Bn 109.76 Bn - -44.98 Bn
4 Robinhood Markets 81.79 Bn 77.15 Bn 960.00 Mn -4.64 Bn
5 Interactive Brokers 39.54 Bn 50.13 Bn - 10.59 Bn
6 Circle Internet 25.60 Bn 24.08 Bn 35.01 Mn -1.52 Bn
7 LPL Financial Holdings 22.12 Bn 21.10 Bn - -1.02 Bn
8 Iren 21.58 Bn 19.37 Bn 144.76 Mn -2.21 Bn
9 Tradeweb Markets 21.29 Bn 20.04 Bn - -1.25 Bn
10 Hut 8 14.71 Bn 14.86 Bn 45.47 Mn 149.71 Mn

Historic Data

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DateValue
Mar 31, 2026 -1.02 Bn
Dec 31, 2025 -1.04 Bn
Sep 30, 2025 -1.34 Bn
Jun 30, 2025 -4.19 Bn
Mar 31, 2025 -1.23 Bn
Dec 31, 2024 -967.08 Mn
Sep 30, 2024 -1.47 Bn
Jun 30, 2024 -1.32 Bn
Mar 31, 2024 -1.10 Bn
Dec 31, 2023 -465.67 Mn
Sep 30, 2023 -799.21 Mn
Jun 30, 2023 -761.19 Mn
Mar 31, 2023 -469.79 Mn
Dec 31, 2022 -847.52 Mn
Sep 30, 2022 -1.22 Bn
Jun 30, 2022 -700.40 Mn
Mar 31, 2022 -1.01 Bn
Dec 31, 2021 -495.25 Mn
Sep 30, 2021 -1.01 Bn
Jun 30, 2021 -936.89 Mn
Mar 31, 2021 -887.11 Mn
Dec 31, 2020 -837.86 Mn
Sep 30, 2020 -829.01 Mn
Jun 30, 2020 -880.56 Mn
Mar 31, 2020 -447.40 Mn
Dec 31, 2019 -636.66 Mn
Sep 30, 2019 -962.31 Mn
Jun 30, 2019 -433.24 Mn
Mar 31, 2019 -704.26 Mn
Dec 31, 2018 -540.36 Mn
Sep 30, 2018 -801.00 Mn
Jun 30, 2018 -841.62 Mn
Mar 31, 2018 -836.31 Mn
Dec 31, 2017 -829.02 Mn
Sep 30, 2017 -591.38 Mn
Jun 30, 2017 -959.49 Mn
Mar 31, 2017 -810.80 Mn
Dec 31, 2016 -759.11 Mn
Sep 30, 2016 -799.20 Mn
Jun 30, 2016 -756.75 Mn
Mar 31, 2016 -787.73 Mn
Dec 31, 2015 -736.52 Mn
Sep 30, 2015 -426.65 Mn
Jun 30, 2015 -559.31 Mn
Mar 31, 2015 -500.98 Mn
Dec 31, 2014 -425.80 Mn
Sep 30, 2014 -472.42 Mn
Jun 30, 2014 -449.60 Mn
Mar 31, 2014 -471.88 Mn
Dec 31, 2013 -525.55 Mn
Sep 30, 2013 -594.59 Mn
Jun 30, 2013 -593.92 Mn
Mar 31, 2013 -443.56 Mn
Dec 31, 2012 -474.35 Mn
Sep 30, 2012 -453.13 Mn
Jun 30, 2012 -487.91 Mn
Mar 31, 2012 -695.51 Mn
Dec 31, 2011 -727.06 Mn
Sep 30, 2011 -670.75 Mn
Jun 30, 2011 -691.21 Mn
Mar 31, 2011 -596.58 Mn
Dec 31, 2010 -428.47 Mn
Sep 30, 2010 -442.55 Mn
Jun 30, 2010 -402.74 Mn
Dec 31, 2009 -378.59 Mn